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2 advisors near New York, NY
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Nadav S
Series 63, Series 65
New York, NY
IDB Lido Wealth, LLC
Nadav Schwartz is a financial advisor at IDB Lido Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sanford C. Bernstein & Co., LLC and UBS Financial Services. IDB Lido Wealth, LLC is an SEC-registered investment adviser providing investment management, financial planning, and family office services to a range of clients including high-net-worth individuals, pooled vehicles, institutional accounts, trusts, and charitable organizations. The firm employs an integrated wealth management approach using equities, fixed income, alternatives, and options-based strategies, and utilizes both affiliated and independent sub-advisers to implement client portfolios.
Drew G
Series 63, Series 66
New York, NY
IDB Lido Wealth, LLC
Drew Graves is a financial advisor with IDB Lido Wealth, LLC, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Prior to joining IDB Lido Wealth in 2025, he worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Outside of finance, he owns Soaring Student, LLC, where he provides tutoring and consulting services, and also offers wellness and dating advice primarily for men experiencing divorce. IDB Lido Wealth, LLC is an SEC-registered investment adviser serving institutional accounts, high-net-worth individuals, trusts, charitable organizations, and corporate entities. The firm employs an integrated wealth management approach that includes equities, fixed income, alternatives, and options-based strategies, and utilizes both affiliated and independent sub-advisers to implement client programs.
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2 advisors near New York, NY
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